Jobs in Canada

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Added 9 hours ago
IS
Associate Wealth Advisor
Island Savings
Victoria, BC
- $70,000 CAD / year
- Full-time
The Associate Wealth Advisor (AWA) supports the Senior Wealth Advisor (SWA) in delivering professional investment and financial planning advice to a portfolio of high value members assigned…
Added 11 hours ago
Associate Wealth Advisor
First West
Victoria, BC
The Associate Wealth Advisor (AWA) supports the Senior Wealth Advisor (SWA) in delivering professional investment and financial planning advice to a portfolio of high value members assigned…
Added 15 hours ago
AI
Manager, Marketing - AGF Capital Partners
AGF Investments
Toronto, ON
- Full-time
…range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and…
Added 19 hours ago
AM
Manager, Marketing - AGF Capital Partners
AGF Management
Toronto, ON
- Full-time
…range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and…
Added 1 day ago
NB
Private Banker
National Bank of Canada
Moncton, NB
- Full-time
…credit professional and providing financial planning advice to a high-net-worth clientele. Through your relationship-building and business development skills, your experience managing a…
Added 3 days ago
NB
Senior Wealth Associate
National Bank of Canada
AB · Edmonton, AB
- Full-time
…management, financial planning, and wealth advisory solutions to high-net-worth individuals, families, business owners, and professionals. Built on a foundation of Trust, Clarity, and…
Added 3 days ago
Associate Wealth Advisor
First West
Chilliwack, BC
The Associate Wealth Advisor (AWA) supports the Senior Wealth Advisor (SWA) in delivering professional investment and financial planning advice to a portfolio of high value members assigned…
Added 3 days ago
B
Estate Planning Consultant
BMO
Saskatoon, SK · RC_Sask
- Full-time
Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and…
Added 3 days ago
B
Senior Wealth Planning Consultant
BMO
Vancouver, BC · FBT
- Full-time
Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in…
Added 3 days ago
B
Estate Planning Consultant
BMO
Saskatoon, SK
- Full-time
Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and…
Added 4 days ago
NB
Private Relationship Banker
National Bank of Canada
Rouyn-Noranda, QC
- Full-time
…credit professional and providing financial planning advice to a high-net-worth clientele. Through your relationship-building and business development skills, your portfolio management…
Added 4 days ago
T
Senior Regional Manager, Financial Planning
TD
Aurora, ON
- Full-time
Are you a seasoned industry professional and team manager, excited to take a team of high-performing financial planners to the next levels of sales and service delivery at TD Wealth? If so,…
Added 4 days ago
B
Wealth & Tax Planning Consultant, Private Wealth
BMO
Montreal, QC · IBMM
- Full-time
Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and…
Added 4 days ago
B
Wealth & Tax Planning Consultant, Private Wealth
BMO
Montreal, QC
- Full-time
Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and…
Added 4 days ago
RJ
AVP, Tax Consulting
Raymond James
Vancouver, BC · Toronto, ON
- Full-time
The AVP, Tax Consulting is a senior member of the Wealth Solutions team responsible for delivering sophisticated, client-centered wealth planning support to advisory teams and their…
Added 4 days ago
G
Director / Partner, Private Client Tax
Gravita
London, ON · Bristol-London, ON
- Full-time
As a Director or Partner within our Private Client team, you play a pivotal role in the delivery and growth of a high-quality advisory offering for entrepreneurs, business owners,…
Added 4 days ago
B
Senior Director, Business Transformation, Trust Co.
BMO
Toronto, ON · FCP
- Full-time
BMO Trust Company is a leading provider of trust, estate, fiduciary, and wealth administration services, supporting high-net-worth and ultra-high-net-worth individuals, families, and…
Added 4 days ago
B
Senior Director, Business Enablement, Trust Co.
BMO
Toronto, ON · FCP
- Full-time
BMO Trust Company is a leading provider of trust, estate, fiduciary, and wealth administration services, supporting high-net-worth and ultra-high-net-worth individuals, families, and…
Added 5 days ago
Scotia Jarislowsky Fraser Portfolio Manager - Calgary
Scotiabank
Vancouver, BC · Calgary, BC
This position is a trusted advisor of private wealth services that meet high net worth client’s short- and longterm holistic wealth management and investment growth goals, through a firm…
Added 5 days ago
MA
Senior Client Advisor - Personal Lines (m/f/x)
Marsh Agency
Toronto, ON
- Full-time
…insurance professionals who focus on Personal Lines in the High-Net-Worth segment of Marsh’s Private Client Services. The Toronto team is comprised of 15 colleagues including Client…
Added 5 days ago
RH
Director of Family Services
Robert Half
Victoria, BC
- $130,000 to $170,000 CAD / year
- Full-time
Manage and align strategy with clients’ external professionals, including corporate lawyers, cross-border counsel, and insurance specialists
Added 5 days ago
Scotia Jarislowsky Fraser Portfolio Manager - Vancouver
Scotiabank
Vancouver, BC
This position is a trusted advisor of private wealth services that meet high net worth client’s short- and longterm holistic wealth management and investment growth goals, through a firm…
Added 5 days ago
RC
Tax Supervisor - Private Company
RSM Canada
Calgary, AB
- Full-time
…advisors who focus exclusively on helping business owners and high net worth families strengthen their wealth and minimize…
Added 5 days ago
RU
Tax Senior Associate - Private Company
RSM US LLP
Toronto, ON
- Full-time
RSM’s Private Company practice is looking for a dynamic Tax Senior Associate to join our team. At RSM, our Private Company practice is rooted in strong relationships based on a deep…
Added 5 days ago
W
Administrative Associate (LeBlanc Family Wealth)
Wellington-Altus
Kingston, ON
- Full-time
…identifies with successful, entrepreneurial advisors, and their high-net-worth…

Raymond James

Senior Trust Advisor

Victoria, BC, Canada
Vancouver, BC, Canada

Full-time

Apply on raymondjames.taleo.net About employer

Applications open in a new tab.

Job details

Job type: Full-time
Experience: Minimum 3 years experience in estate, trust, or financial planning;
Posting language: English
Posted: Oct 7, 2026

Original job description

Solus Trust Company is an affiliate company of Raymond James Ltd. (RJL), Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. ST provides personal estate, trust and agency services to clients of Raymond James Ltd, it’s correspondent services clients as well to clients referred externally via Centers of Influence (COIs) and other Financial Institutions.

Senior Trust Advisor

How does the role impact the organization?

Working as a member of our Estate & Trust Solutions Team the Senior Trust Advisor (STA) will report to the regional AVP, Estate & Trust Solutions. The successful candidate will be engaged in business development strategies to drive partnership internally with RJL financial advisors as well as externally with a COI network. You are a goal-oriented team player capable of managing a book of estate and trust accounts. You will ensure the ongoing delivery of premium service to our partners and their clients while simultaneously building and maintaining strong relationships with your internal RJL and external COI partners.

What will your role be responsible for?

Work collaboratively with all members of the ST team to deliver best in class service and support to our clients, internal partners, and external stakeholders;
Support the delivery of ST estate planning, trust, and estate advice including collaborating with clients’ lawyers and other external advisors to ensure the timely execution of wills, trust deeds and agency agreements;
Partner with RJL advisors to meet with their HNW clients and prospects, demonstrating the value of our holistic wealth offering and identifying opportunities to assist clients with their estate planning needs through the use of our trust solutions;
Develop and strengthen relationships and build new relationships with clients, partners, COIs, with the goal of enhancing networking opportunities and new business engagement for ST;
Conduct skill builds, presentations, webinars to enhance the knowledge and understanding of the estate and trust offering to our internal and external partners for the local market;
Support the advancement of the market business plan and work in close collaboration with the regional AVP, Estate & Trust Solutions to meet the regional business plan goals;
Maintain up-to-date knowledge and understanding of estate and trust laws, common law and other relevant legislation, case law, and internal policies and procedures;
Act in accordance with ST policy & procedure and ensures all new business is reviewed and approved according to policy;
Always act in the best interest of the clients to provide the appropriate level of service and guidance to prospective clients and their families on all aspects of estate planning;
Responsible for the delivery and oversight of timely, accurate, and professional administration of estate, trust, and power of attorney accounts (both fiduciary and agency);
Collaborate with Compliance, Operations, Legal and other related lines of business to resolve system, administrative, risk management and legal issues related to account administration; and
Other duties and projects assiged.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

What do we expect from you?

To qualify for this opportunity you possess:

Minimum 3 years experience in estate, trust, or financial planning;
Preference given to experience managing estate, trust & power of attorney accounts;
Experience working with HNW clients and their wealth advisors;
Technical proficiency related to wealth planning strategies such as insurance, philanthropy, taxation;
University degree in related field;
STEP or MTI designation would be an asset;
Excellent written and verbal communication skills;
Exceptional critical thinking and analytical skills so as to identify and resolve diverse, complex, and ambiguous issues in a timely and practical manner;
Strong interpersonal skills and ability to work well under pressure;
General knowledge of other province’s estates, trusts and powers of attorney for property laws; and
Intra-provincial travel may occasionally be

We encourage our associates at all levels to:

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

Salary Range: $110,000-135,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

At Solus Trust Company, we honor, value, respect the uniqueness, experiences, and backgrounds of all of our associates. When associates bring their best authentic self, our organization, clients, and communities thrive. It is part of our people-first culture. Our company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

We demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.

Apply on raymondjames.taleo.net About employer

More about this job

Responsibilities

The Senior Trust Advisor manages a book of estate and trust accounts while driving business development through internal and external partnerships. They provide expert estate planning advice and ensure the professional administration of fiduciary and agency accounts.

Requirements

Candidates must have at least 3 years of experience in estate, trust, or financial planning and possess a university degree. Proficiency in wealth planning strategies and strong interpersonal skills are essential for managing high-net-worth client relationships.

Skills

Estate Planning
Trust Administration
Financial Planning
Wealth Management
Business Development
Relationship Management
Critical Thinking
Analytical Skills
Communication Skills
Interpersonal Skills
Taxation
Philanthropy
Insurance
Compliance
Risk Management

Benefits

Health Benefits
RRSP Matching Program
Employee Stock Purchase Plan
Paid Time Off
Volunteer Days
Discretionary Bonuses
Tuition Reimbursement
Flexible Workstyles

Visa sponsorship

Not detected in the job text

Keywords

Estate Planning
Trust Services
Wealth Management
High Net Worth
Fiduciary
Agency Accounts
Business Development
STEP
MTI
Taxation
Philanthropy
Insurance
Compliance
Risk Management
Legal
Financial Advisors
Centers of Influence
Estate Law
Trust Deeds
Wills
Power of Attorney
Case Law
Client Relations
Strategic Planning
Analytical Skills

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Work requirements

Jobs in Canada